Alpha Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Alpha Financial Partners, LLC

$140 Billion
Q3 2024

A detailed history of Alpha Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 59,653 shares of JEPI stock, worth $3.57 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

59,653

Previous 40,991 45.53%

Holding current value

$3.57 Million

Previous $2.32 Billion 52.79%

% of portfolio

2.53%

Previous 2.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $1.03 Million - $1.11 Million	18,662 Added 45.53%	59,653 $3.55 Billion
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $17,244 - $17,848	311 Added 0.76%	40,991 $2.32 Billion
Q1 2024 May 13, 2024	SELL	$54.75 - $57.86 $171,860 - $181,622	-3,139 Reduced 7.16%	40,680 $2.35 Billion
Q4 2023 Jan 29, 2024	SELL	$51.51 - $55.33 $800,413 - $859,772	-15,539 Reduced 26.18%	43,819 $2.41 Billion
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $23,861 - $24,940	446 Added 0.76%	59,358 $3.18 Billion
Q2 2023 Jul 27, 2023	SELL	$53.85 - $55.4 $28,217 - $29,029	-524 Reduced 0.88%	58,912 $3.26 Billion
Q1 2023 May 10, 2023	BUY	$52.13 - $55.7 $904,142 - $966,060	17,344 Added 41.2%	59,436 $3.25 Billion
Q4 2022 Feb 16, 2023	BUY	$50.88 - $56.78 $2.14 Million - $2.39 Million	42,092 New	42,092 $2.29 Billion

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

279M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Alpha Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History